CAT icon

Caterpillar

1,169 hedge funds and large institutions have $46.2B invested in Caterpillar in 2014 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 383 increasing their positions, 523 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,169
Holders Change
+9
Holders Change %
+0.78%
% of All Funds
33.62%
Holding in Top 10
32
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+33.33%
% of All Funds
0.92%
New
75
Increased
383
Reduced
523
Closed
61
Calls
$1.05B
Puts
$1.47B
Net Calls
-$417M
Net Calls Change
-$94.8M
Name Holding Trade Value Shares
Change
Shares
Change %
WA
1151
Waverly Advisors
Alabama
$15K +$5.69K +52 +61%
RFS
1152
Rockefeller Financial Services
New York
$14K -$3.02K -28 -18%
CAL
1153
Capital Advisors Ltd
Ohio
$13K
LWM
1154
LBA Wealth Management
Florida
$13K
OC
1155
Oakworth Capital
Alabama
$12K
FWC
1156
First Washington Corp
Washington
$11K
WF
1157
WealthTrust Fairport
Ohio
$10K +$9.04K +85 +944%
DA
1158
Dunvegan Associates
California
$7K
CAW
1159
Cornerstone Advisors (Washington)
Washington
$7K +$5.88K +58 +527%
1832 Asset Management
1160
1832 Asset Management
Ontario, Canada
$5K -$30K -300 -86%
NIM
1161
NuWave Investment Management
New Jersey
$5K -$13.9K -131 -74%
BCMIO
1162
Beacon Capital Management Inc (Ohio)
Ohio
$5K -$100 -1 -2%
PVH
1163
Psagot Value Holdings
Israel
$5K +$4.9K +48 +4,800%
DBT
1164
Dubuque Bank & Trust
Iowa
$4K
AWCI
1165
Alpine Woods Capital Investors
New York
$1.17K -$109 -1,000 -8%
FPCG
1166
Fort Pitt Capital Group
Pennsylvania
$1.14K +$104 +1 +10%
ACM
1167
Antonetti Capital Management
Florida
$1K -$2.5K -25 -71%
VAM
1168
Visionary Asset Management
Texas
$1K +$1K +10 New
NDSI
1169
Newman Dignan & Sheerar Inc
Rhode Island
$344 +$44 +400 +14%
DRZID
1170
DePrince Race & Zollo Inc (DRZ)
Florida
-$105M -1,059,903 Closed
USSCPF
1171
United States Steel & Carnegie Pension Fund
New York
-$52.1M -524,558 Closed
Alyeska Investment Group
1172
Alyeska Investment Group
Illinois
-$22.7M -228,413 Closed
ID
1173
Integral Derivatives
New York
-$15.2M -152,476 Closed
Jacobs Levy Equity Management
1174
Jacobs Levy Equity Management
New Jersey
-$13.9M -140,130 Closed
ZAM
1175
Zenit Asset Management
Sweden
-$12.8M -128,600 Closed